BCS Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.08M | Buy |
|
|||||
|
2025
Q1 | $1.72M | Sell |
|
|||||
|
2024
Q4 | $2.21M | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $2.43M | Sell |
|
|||||
|
2023
Q4 | $2.35M | Sell |
|
|||||
|
2023
Q3 | $2.2M | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $2.62M | Buy |
|
|||||
|
2022
Q4 | $2.04M | Sell |
|
|||||
|
2022
Q3 | $1.92M | Buy |
|
|||||
|
2022
Q2 | $1.89M | Sell |
|
|||||
|
2022
Q1 | $2.29M | Sell |
|
|||||
|
2021
Q4 | $2.85M | Buy |
|
|||||
|
2021
Q3 | $2.23M | Buy |
|
|||||
|
2021
Q2 | $2.12M | Sell |
|
|||||
|
2021
Q1 | $2.06M | Sell |
|
|||||
|
2020
Q4 | $1.97M | Sell |
|
|||||
|
2020
Q3 | $1.72M | Sell |
|
|||||
|
2020
Q2 | $1.63M | Buy |
|
|||||
|
2020
Q1 | $1.27M | Buy |
|
|||||
|
2019
Q4 | $1.7M | Buy |
|